Apurva.A

In a thrilling encounter at the Norway Chess tournament, Indian Grandmaster R Praggnanandhaa defeated world No.1 Magnus Carlsen to claim three full points in round three. Praggnanandhaa’s impressive victory continues to highlight India’s rising dominance in global chess. #NorwayChess #Praggnanandhaa #Carlsen @NorwayChess

NO TABLES WERE HARMED THIS TIME! 😬 India's Praggnanandhaa defeated World No.1 Magnus Carlsen in Round 3 of Norway Chess 2026 WELL DONR PRAGG! 🇮🇳💥

Most people are chasing the obvious AI / Data Centre names now, but I am more interested in the hidden engineering side powering this entire buildup. The obvious large names like Siemens, ABB, Hitachi Energy, Netweb, CG Power, Schneider, Cummins, KEI, Polycab etc are strong businesses. No doubt about that, but I am personally more interested in the lesser discussed infrastructure chain connected to the Data Center ecosystem. My logic is that the hyperscale AI infrastructure needs much much more than juat GPUs. The amount of physical infra these facilities need is massive: electricity intake, transformers, cooling systems, fibre density, backup systems, liquid circulation, electrical distribution and uninterrupted uptime engineering. What makes this cycle very different is that AI workloads are far more power and cooling intensive than traditional cloud infrastructure. Most discussions around AI in India still remain limited to GPUs + servers, while very few people are discussing what rising AI power density could mean for cooling, transformers, electrical systems & uptime infrastructure. Some interesting niche areas I am tracking: 1. Thermal mgm & cooling Large: Blue Star, Amber Niche: KRN Heat Exchanger, Aeroflex, Patels Airtemp 2. Speciality transformers & power density Large: Hitachi Energy, CG Power Niche: Shilchar Tech, TRIL, Bharat Bijlee 3. Grid stability & power quality Large: ABB, Siemens Niche: Quality Power, RMC Switchgears 4. Fibre density & backend data movement Large: HFCL, Tejas Networks Niche: Sterlite Tech, Aksh Optifibre, Birla Cable 5. Intelligent electrical distribution & UPS Large: Schneider, Legrand Niche: Marine Electricals, HBL Engg, Salzer Electronics 6. Liquid cooling & industrial fluid systems Large: KSB, Kirloskar Bros Niche: WPIL, Roto Pumps 7. Backup power & uptime reliability Large: Cummins, Kirloskar Oil Niche: Powerica, TD Power, Greaves Cotton 8. AI server deployment & electronics Large: Netweb, Kaynes Niche: Syrma SGS, Rashi Peripherals, Avalon Technologies 9. Enterprise networking & infra integration Large: L&T, Tech Mahindra Niche: Black Box, Techno Electric India’s data centre capacity is expanding from roughly 950 MW toward nearly 1,800 MW by the end of 2026 or early 2027 & such infrastructure booms rarely create only one set of winners. Railways created cable & transformer winners. Renewables created inverter and transmission winners. Similarly, AI infra may create hidden beneficiaries across cooling, transformers, power quality, fibre, liquid systems & uptime engg. The obvious names may still do well, but some interesting opportunities may emerge far away from smaller engineering businesses solving some of the hardest infrastructure problems behind AI + data centres. Which lesser names from the engineering layer of the AI infrastructure cycle interests you the most?

INDIA 🇮🇳 is entering a decade of deep transformation & these new-age industries can grow at 15–25% CAGR. These are not just fancy trends, they’re big changes shaping India’s future. For each theme, here's a few important stocks you should study. Detailed 🧵👇... Bookmark it !

India’s FPI story isn’t what is being depicted! - The sell-off is being driven mainly by unregulated funds seeking short-term gains. - Regulated and long-term investors remain firmly invested in India. - The exit of speculative tax-haven money, which comes and goes in cycles, only signals that long-term investors continue to see India as a credible investment destination. - Under the Modi government, Indian markets have shown resilience and the ability to retain stable investors even during global volatility.

Need for out-of-the-box options

It is evident that the rising value of gold imports has begun to exert pressure on India’s foreign exchange reserves. Given that gold demand is now predominantly driven by investment purposes, rather than the traditional demand for jewellery, it has become imperative to consider alternative investment instruments for the public. Historically, purchasing physical gold was the only viable option. However, numerous alternatives have since emerged. Gold exchange-traded funds (ETFs) represent one such alternative. The money invested in these funds reached Rs 1.71 lakh crore in March 2026, up from Rs 58,888 crore a year earlier, showing growing public appetite for gold as a financial investment. Today, anyone wishing to invest in gold can allocate funds to ETFs and capitalise on the appreciation in gold prices. On 4 May 2026, the National Stock Exchange (NSE) launched Electronic Gold Receipts (EGRs) as a new trading segment. This marks a pivotal step toward modernising and formalising India's vast and tradition-steeped gold market.  While gold ETFs can only be bought or sold on the stock market in rupee terms, EGRs can be converted into physical gold. The introduction of such products in the stock market presents viable alternatives to investing solely through the purchase of physical gold— and could help curb the trend of rising gold imports. Although these new alternatives are still in a nascent stage, there is a need to devise innovative, unconventional mechanisms that encourage people to refrain from buying physical gold and instead invest in such instruments. This would allow them to reap the benefits of gold price appreciation while simultaneously curbing gold imports into the country.

Private equity has sunk its fangs deep in to the Indian patient while GoI demurs from creating a unified independent healthcare regulator and state healthcare authorities are busy protecting their monopolies/turf.

@Indian_Analyzer Can we use this sim in basic phone?

🚨 HUGE! BSNL’s Remarkable Turnaround - Revenue has increased by 19% to ₹25,000 crore in just two years 🤯 - EBITDA has jumped dramatically from ₹50 crore to nearly ₹7,000 crore. BSNL is now giving ₹1 SIM cards through India Post offices to let people try their services. The company has successfully rolled out indigenous 4G on 1,00,000 towers within a single year and perfected it to near-global standards. India is now only the 5th country in the world to Bharat delivering real results in telecom! 🔥🇮🇳

@TheNavroopSingh Please share the link of e-com site/s where one can buy.

The First Print of #NitiShastra - Indian Wisdom For Modern Statecraft & Geopolitics is out. 💛🧡🤩

Indian investors are so focussed on their benchmarks that they are not seeing massive wealth creation happening outside the benchmarks. Winners of yesterday are not winners of tommorow. Indian Companies and industries which are still standing inspite of massive imports/ dumping from China are winners of tommorow. Industries and companies which will be protected and supported by Govt and regulations are winners of tommorow. WTO exists only on paper so don’t worry about other countries complaining about import duties or govt subsidies. Industries and companies which are recognized as helping India become self sufficient and energy independent are winners of tomorrow.

For any MMTer curious about my forthcoming critique of its analysis of trade, this explanation of how the US dollar’s reserve currency status has undermined the US economy is very consistent with my own analysis.

India's AI data centres will drive deployment of 700,000 GPUs in the next 5 years; a $23-billion investment opportunity moneycontrol.com/news/business/…

This isnt 1991 or 2013 redux, but merely a technical $ supply-demand issue. Needs a technical hack, well within India's institutional capabilities. My piece in @timesofindia

@25th13084797 @beatsinbrief Talk to Sanjeev Sanyal- The rumoured to be Finance Minister of WB, & you'll know. In a recent NSE sponsored talk he argued how since 1977 every successive gov sucked State's true potential. Few shinny buildings doesn't sumup everything. We Indians love mocking but abhor feedback.

@ALifeing @beatsinbrief Kolkata is already the third richest city regardless of what you see in social media. The municipal corporation budget on the other hand.... Source: m.economictimes.com/wealth/plan/in…

🚨 Top 10 Richest Cities in India by GDP in 2026 (Projections) 🇮🇳 1. Mumbai: $250.78 Billion 🇮🇳 2. Delhi NCR: $219.44 Billion 🇮🇳 3. Bengaluru: $146.29 Billion 🇮🇳 4. Chennai: $125.39 Billion 🇮🇳 5. Hyderabad: $104.49 Billion 🇮🇳 6. Pune: $94.04 Billion 🇮🇳 7. Kolkata: $83.59 Billion 🇮🇳 8. Ahmedabad: $73.15 Billion 🇮🇳 9. Surat: $67.92 Billion 🇮🇳 10. Vizag: $62.70 Billion

Interesting

Let me trace the timeline here because nobody's connecting it. Step 1: Scrape the entire internet. Every book, every article, every conversation, every piece of art, every forum post. Do it without asking. Do it without paying. Step 2: Train a model on all of it. Call it "artificial intelligence." Step 3: Go to BlackRock's Infrastructure Summit and announce: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter." Step 3 is where you sell people's own knowledge back to them. On a meter. They took the collective output of human thought, compressed it into a model, and now they want to charge you by the token to access a version of what you and everyone you know already created. One Reddit user put it perfectly: "They stole all this data from us, the people, our life's work, creativity, art, by devouring the internet and blowing through all copyright laws. Now they want to sell it back to us in the form of a utility." Imagine if someone photocopied every book in the public library, burned the library down, and then opened a subscription service for the copies. That's the metered intelligence business model. And they're pitching it to infrastructure investors as though they invented water.

Most of India's drone motors come from China. In 2019, the founders of Vector Technics, @prudhvirajp + Karna Raj, set out to change that in a 400 sq. ft. Hyderabad office. Today, @vectortechnics is India's largest indigenous drone motor manufacturer, producing 5k motors/month.

Please spare half hour of your time and watch this brilliant video. It’s accurate too! youtu.be/a1Pa281A4Zs

@ashwani_mahajan There is a strong inequality in resource distribution accross geography of India and its spillover effect is visible in Householder's disposable income. Unless avenues become ubiquitous & Real Estate price stabalizes the -tive externality you r talking about would appear obvious.

“Japan currently has around nine million empty homes. These are not unfinished projects or abandoned construction sites, but houses & apartments where nobody lives anymore” If TFR keeps declining at present rate , we can expect similar situation in India!! timesofindia.indiatimes.com/real-estate/ne…